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IAM Financial Services Ltd
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Office address

Westgate House

2 Union Road East

Abergavenny

NP7 5UW

Qualifications & specialities
Independent status unconfirmed
Investment specialists
Retirement planning specialists
Wealth Management specialists
Advice methods
Face to face
Telephone
Advice Fees
Offers fixed fee services
Offers percentage based fee services
Our preferred clients
£50,000
£50,000
£100,000

IAM Financial Services Ltd

Financial Advisers based in Abergavenny

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About

We offer Impartial advice of the highest quality, every step of the way.

Our team is at the heart of our success. Our unique advisors deliver consistently high standards and are committed to delivering an excellent customer experience for all our clients.

Our Financial Planners are highly qualified and have the experience to help you with:

Pensions and Retirement Planning
Savings and Investments
Inheritance Tax Planning and Probate
Mortgages
Equity Release
Protection
Long-Term Care

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Our Advisers

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Grant Pendleton

Services we can advise you on

Pensions & retirement
Investments
Tax & trust planning
Insurance & protection
Mortgages
Long term care
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Appointed Representative

An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.

There must be a written contract between the principal and the AR documenting the arrangement

The principal takes full responsibility for ensuring that the AR complies with FCA rules.

Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.

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AdviserBook is a trading style of Project AB Limited. Registered in England & Wales at 5&6 Waterside Court, Albany Street, Newport, NP20 5NT (No. 14765054).
All financial advice firms displayed are provided by the Financial Conduct Authority (FCA), meaning they are authorised and regulated at the time of the last data feed.